Epstein File EFTA01491684: Client and Financial Trust Company (DS10)

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💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01491684: Client and Financial Trust Company (DS10)

Financial RecordDate unavailableEFTA014916841 keyword hits

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This is a J.P. Morgan Private Bank account statement for Financial Trust Company Inc. at 270 Park Avenue, New York, NY 10017-2014, covering September 1-30, 2010. The statement lists account managers Paul Morris (Banker), Jeffrey Matusow (Investment Specialist), Janet Young (Client Service Team), and William Doherty III (Client Service Team), and includes holdings in equity, cash and short-term investments, fixed income, options, and foreign exchange contracts.

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client Financial Trust Company asset

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PersonKeyword

Excerpt 1

Team Table of Contents Page Paul Morris Banker 212-464-0701 Account Summary 2 Jeffrey Matusow Investment Specialist (212) 622-7053 Holdings Janet Young **Client**

Excerpt 2

Service Team 800/634-1318 Equity 4 William Doherty III **Client** Service Team Cash and Short Term 7 Fixed Income 9 Options 11 Foreign Exchange Contracts

Excerpt 3

**FINANCIAL** **TRUST** **COMPANY** INC ACCT. 270 Park Avenue, New York, NY 10017-2014 For the Period 9/1/10 to 9/30/10 Asset Account J.P.